Estate Planning
Estate planning offers an opportunity for you to direct how your property and valuables are distributed upon your passing. We offer individual documents as well as complete packages to accommodate large or small estates. Additionally, we offer health care and directions to physicians for end of life decisions. You choose the documents or package, and we will prepare them according to your wishes and at your direction.
Small Estate Package
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Our small estate package includes the following documents:
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Last Will and Testament
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Durable General Power of Attorney
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Oregon Advanced Directive
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Health Care Power of Attorney
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Document Preparation Fee: $750.00
Revocable Living Trust*
People create trusts for different reasons. A person who creates a revocable living trust may do so because it allows her to avoid probate, which is the court process of settling the estate of someone who has died.
Parents of young children may include a “just in case” trust in their wills, so that if the parents die when their children are still young, the children’s inheritance will be placed in trust until the children are old enough to manage the assets themselves.
Spouses with children and large estates may create trusts for each other in order to minimize the estate tax paid to the government before their children receive their inheritance. These are just some of the many reasons for creating a trust.
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Large Estate Package
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Our deluxe and most popular estate package includes the following documents:
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Grantors’ Certification and Memorandum of Trust
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Revocable Trust Agreement
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Pour Over Will
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Durable General Power of Attorney
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Oregon Advanced Directive
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Health Care Power of Attorney
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Document Preparation Fee: $1500.00
Durable General
Power of Attorney*
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A power of attorney gives someone else, called an agent, the right to make financial decisions about the things you specify in the document. If you limit the power to certain decisions, the document is called a specific power of attorney. If you do not limit the power you give to another person, the document is known as a general power of attorney. By giving your agent your power of attorney, you are not giving up the power to continue conducting the same transactions yourself so long as you have the ability to do so.
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Document Preparation Fee: $250.00
Health Care
Power of Attorney
Designates a person or persons to take care of your medical needs and make medical decisions on your behalf if you become incapacitated.
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Document Preparation Fee: $250.00
Advance Directive*
Many people recognize that death is as much a part of the life cycle as birth, growth, maturity and old age. Managing their final illness is something they can do through a living will, a legal document of health care instructions. In Oregon, this document is known as an advance directive. You can use this document to appoint someone called a health care representative to make health care decisions for you when you are unable to make your own health care decisions.
Document Preparation Fee: $250.00
* The definition excerpts provided above come directly from the Oregon State Bar web site. It is important to realize that changes may occur in this area of law.
This information is not intended to be legal advice regarding your particular needs or problem, and is not intended to replace the work of an attorney. We are not attorneys and we do not offer nor do we provide legal advice. Should you require legal advice, you should contact an attorney or the Oregon State Bar Association's Lawyer referral Service at (503) 684-3763.